Iridium Communications (IRDM)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
$47.21+0.55%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
Research Workspace
Put IRDM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look high — the market is pricing in about 66% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 36% in its worst 12-month stretch.
View RiskIridium Communications must continue to advance its acquisition by Rocket Lab to justify its price. Revenue grew 4% year over year, but the latest earnings miss raises concerns. The stock trades at 47× P/E versus a peer median of 16×. The market is pricing in more growth than forecast, indicating expectations look full. A specific risk is the 43% probability of missing earnings in the next quarter. Peer multiples imply a price about 66% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-04. IRDM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering IRDM (as of Sep 2026).
Based on 3 Wall Street analysts offering 12-month price targets for IRDM in the last 4 months.
Continue this research
Compare IRDM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IRDM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communication Services (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put IRDM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Complete acquisition by Rocket Lab and integrate operations
CEO selling shares raises concerns about acquisition confidence.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $47.21
The last 12 months of price, then the range of analyst 12-month targets from today’s $47.21.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Complete acquisition by Rocket Lab and integrate operations
Rocket Lab's stock drop indicates potential acquisition hurdles.
Threatens: Complete acquisition by Rocket Lab and integrate operations
Rocket Lab's stock drop indicates potential acquisition hurdles.
Advances: Complete acquisition by Rocket Lab and integrate operations
Increased bid indicates strong commitment to acquisition.
Advances: Complete acquisition by Rocket Lab and integrate operations
Acquisition progress supports growth and integration objectives.
Advances: Complete acquisition by Rocket Lab and integrate operations
Antitrust clearance is crucial for acquisition progress.
Advances: Grow total service revenue flat to 2% in 2026
Sales exceeding estimates supports revenue growth objective.
Advances: Acquisition of Aireon to lead aviation safety
Acquisition of Aireon aligns with growth objectives.